In today’s digital-first world, trust is everything—especially in financial services. Customers, investors, and partners rely heavily on online reviews and third-party validation before choosing a financial product or service. That’s where G2 verification comes in.
For financial service companies—whether you’re offering fintech solutions, investment platforms, lending services, or insurance software—verifying your G2 profile helps establish credibility, transparency, and trustworthiness in a highly competitive market.
In this blog, we’ll walk you through the step-by-step process of verifying your G2 profile for financial services, explain what type of businesses need it, when it’s necessary, and show you how Soft Brim Media’s experts can help you achieve it seamlessly.
Why G2 Verification Matters for Financial Services
Builds Customer Trust – Financial decisions are sensitive. A verified profile signals authenticity and reassures customers.
Boosts Brand Authority – G2 is one of the most recognized review platforms for business software and services.
Improves Visibility – Verified vendors appear higher in category rankings, increasing reach.
Supports Compliance – In financial services, compliance and transparency go hand in hand; verification demonstrates both.
What Type of Businesses Need G2 Verification?
Not every business needs G2 verification—it’s designed for B2B companies and software/service providers that want to build trust and visibility.
For financial services, the businesses that benefit most from G2 verification include:
Fintech Companies – Digital payment platforms, wealthtech apps, neobanks, and blockchain solutions.
Investment & Trading Platforms – Mutual fund software, stock trading apps, robo-advisors, and portfolio management systems.
Lending & Credit Platforms – Loan management software, BNPL (Buy Now Pay Later) apps, microfinance solutions.
Insurance Technology (Insurtech) – Digital insurance platforms, claim processing tools, and underwriting software.
Financial Analytics & Reporting Tools – Business intelligence dashboards, accounting automation, and compliance software.
RegTech & Compliance Services – Fraud detection, KYC/AML tools, and risk management solutions.
In short, if your company sells financial software, digital platforms, or technology-driven financial services, G2 verification is essential to build customer confidence and compete in the global market.
When is G2 Verification Necessary?
Even if your business is eligible, timing matters. Here’s when G2 verification becomes necessary for financial service companies:
Launching a New Product or Service – Verification boosts credibility when entering the market.
Expanding to New Regions – International clients often check G2 before trusting a financial solution.
Seeking Enterprise Clients or Investors – A verified profile strengthens your reputation in due diligence checks.
High Competition in Your Category – If your competitors are verified on G2, you risk losing visibility without it.
Managing Online Reputation – Verification ensures your official profile ranks above unverified or duplicate listings.
Compliance & Transparency Needs – For regulated industries like finance, verified profiles demonstrate seriousness about trust.
Simply put: If you want to scale, attract enterprise customers, or build credibility in financial markets, G2 verification is no longer optional—it’s necessary.
Step-by-Step Guide: Verifying Your G2 Profile
1. Claim Your Company Profile
Visit G2.com and search for your financial service or software.
If it exists, click “Claim this Profile”.
If it doesn’t, you can request G2 to create one.
Tip: Use your official company name as registered with regulatory bodies.
2. Use a Verified Business Email
G2 requires email verification from a company domain (e.g.,
@fintechcompany.com).Avoid free domains (like Gmail or Yahoo) as they won’t pass verification.
For financial services, using a domain tied to your registered business entity is essential.
3. Provide Accurate Business & Product Information
Add details about your services (investment solutions, lending platform, wealth management software, etc.).
Ensure your description is compliant with financial regulations and clearly states what you offer.
Upload your logo, website link, and headquarters location.
4. Confirm Your Company Legitimacy
G2 may request supporting documents such as:
Business incorporation certificate
Financial services license (if applicable)
Proof of domain ownership
This step is particularly important in financial services to avoid fraudulent listings.
5. Collect Authentic Customer Reviews
Reach out to real users (clients, partners, or institutions) to submit reviews.
G2 uses LinkedIn or work email verification to ensure reviewer authenticity.
Avoid incentivized or fake reviews—this can cause suspension.
6. Complete G2’s Vendor Verification Process
Once your profile details and reviews are in place, G2 will:
Review your company information
Validate your email and business legitimacy
Approve your verified status (you’ll see a “Verified Vendor” badge)
How Soft Brim Media Can Help with G2 Verification
Navigating G2’s verification process can be tricky—especially for financial service providers where compliance and trust are critical. That’s where Soft Brim Media comes in.
Expert Guidance: Our team has hands-on experience in G2 profile setup and verification.
Compliance Focused: We ensure your profile content aligns with financial regulations.
Review Management: We help you collect and manage genuine customer reviews effectively.
Faster Verification: With our proven approach, we streamline the process so you can get verified quickly.
With Soft Brim Media’s expertise, you won’t just get verified—you’ll also have a strong, optimized presence on G2 that attracts more clients and builds long-term trust.
For financial service providers, G2 verification isn’t just about marketing—it’s about building trust. In an industry where credibility is the foundation of customer relationships, a verified G2 profile can help you stand out, attract more clients, and reinforce your reputation as a trustworthy brand.
Partnering with Soft Brim Media gives you the expert edge to navigate the process smoothly and maximize your impact on G2.
